BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Prosperwell Financial - ECPv6.15.11//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Prosperwell Financial X-ORIGINAL-URL:https://prosperwell.com X-WR-CALDESC:Events for Prosperwell Financial REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20220313T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20221106T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20230312T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20231105T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20250121T150000 DTEND;TZID=America/Chicago:20250121T163000 DTSTAMP:20260403T122801 CREATED:20240730T192602Z LAST-MODIFIED:20241213T154457Z UID:10000393-1737471600-1737477000@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-pww-012125/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-06.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20250117T110000 DTEND;TZID=America/Chicago:20250117T120000 DTSTAMP:20260403T122801 CREATED:20241212T210035Z LAST-MODIFIED:20241213T155131Z UID:10000397-1737111600-1737115200@prosperwell.com SUMMARY:Vision Board Making! DESCRIPTION:Join us to kick off the year with having a vision!\nCome make your own vision board! \nFriday\, January 17\, 2025 from 11am–Noon \n4300 Baker Road\, Minnetonka\, MN 55343 \nRegister at hello@nicolemiddendorf.com or use the form below. URL:https://prosperwell.com/event/vision-board-making/ LOCATION:MN CATEGORIES:Local Events,Prosperwell Events ATTACH;FMTTYPE=image/png:https://prosperwell.com/wp-content/uploads/2024/12/Vision-Board-Flyer-2024.png ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20241205T133000 DTEND;TZID=America/Chicago:20241205T170000 DTSTAMP:20260403T122801 CREATED:20240814T181200Z LAST-MODIFIED:20241108T141840Z UID:10000396-1733405400-1733418000@prosperwell.com SUMMARY:Women's Business Summit DESCRIPTION:Don’t Miss It! Join us for an afternoon of learning\, discussion\, and networking with women business owners who are growing their businesses or successfully exited.\n Reserve Your Spot \n\nPresenters\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole shares financial advice and a real-life perspective on saving\, planning\, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage\, where she has become known for her thoughtful concise quotes\, relaxed on-air presence\, and articulate delivery. \n\n\n\n\n\nSusan Markey\nPartner\, Chair of Corporate & Securities Group \nSusan represents clients in general corporate\, taxation\, and nonprofit matters. She draws from a diverse background in government\, accounting\, and law to serve as a holistic business advisor\, and strongly believes that tax and corporate advice should be both easy to understand and practical.Her goal is to move businesses forward and give owners the assurance that their investment of hard work\, time\, and financial resources can be obtained. In addition to her corporate work\, Susan is passionate about assisting nonprofit organizations that serve the community. \n\n\n\n\n\nKatie Monger\nPartner\, Copeland Buhl \nKatie Monger is a Partner at Copeland Buhl and is a Certified Public Accountant with degrees from Missouri State University (MA) and Dordt University (BA). Katie primarily serves businesses in the construction\, real estate\, and professional services industries and their owners. She especially enjoys working with closely-held and family-owned businesses. In addition to business tax work\, Katie has a strong aptitude for accounting\, advising\, and strategic planning. She takes a common sense\, practical approach to helping businesses reach their potential and enjoys collaborating with other advisors to achieve the best possible outcomes for her clients. \n\n\n\n\n\nDyanne Ross-Hanson\nPresident\, Exit Planning Strategies\, LLC \nDyanne is President/CEO of Exit Planning Strategies\, LLC\, a firm dedicated to offering business owners (industry generic) objective\, fee based\, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options\, map realistic exit strategies and develop anAction Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric. \n\n\nPanel\n\n\nMelanie Porter – Fractional CFO of MP Financial Solutions\n\n\nMary Nutting – Founder of Strategic Talent Partners\n\n\n\n\nHillary Spreizer – CEO of Latitude Group\n\n\nLori Bauer – Founder of Climate Makers\n\n\nModerator\n\nJulie Keyes – Owner and Founder of KeyeStrategies\n\n\n\nWho should attend\n\nWomen business owners looking to drive the valuation of their company and increase attractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nWomen business owners that want to network with other women\nWomen that want to grow their business\n\n\n\nGuests Will\n\nNetwork with business owners\nLearn marketing ideas to grow your business\nLearn how to make better decisions as a business owner\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nLearn how to estimate the value of your business and how to help maximize valuations\nDevelop an actionable exit plan and professional M&A team to support a successful exit\nHear from a panel of women business owners who are growing their businesses or successfully exited and learn mistakes to avoid\nLearn how to prepare for year-end planning\n\n\n\nRaymond James is not affiliated with Susan Markey\, Katie Monger\, or Dyanne Ross-Hanson. Raymond James does not provide tax or legal services. URL:https://prosperwell.com/event/womens-business-summit/ LOCATION:Maslon LLP\, 225 South 6th St. #2900\, Minneapolis\, MN\, 55402\, United States CATEGORIES:Prosperwell Events ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2024/08/womens-business-summit-banner-03.5.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20241121T150000 DTEND;TZID=America/Chicago:20241121T163000 DTSTAMP:20260403T122801 CREATED:20231031T164815Z LAST-MODIFIED:20231115T212428Z UID:10000386-1732201200-1732206600@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-33/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-04.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20241008T150000 DTEND;TZID=America/Chicago:20241008T163000 DTSTAMP:20260403T122801 CREATED:20231031T164541Z LAST-MODIFIED:20240529T170718Z UID:10000385-1728399600-1728405000@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-32/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-03.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240912T150000 DTEND;TZID=America/Chicago:20240912T163000 DTSTAMP:20260403T122801 CREATED:20231031T164418Z LAST-MODIFIED:20240529T170639Z UID:10000384-1726153200-1726158600@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-31/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-02.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240815T150000 DTEND;TZID=America/Chicago:20240815T163000 DTSTAMP:20260403T122801 CREATED:20231031T164031Z LAST-MODIFIED:20231115T212350Z UID:10000383-1723734000-1723739400@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-30/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-01.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240808T133000 DTEND;TZID=America/Chicago:20240808T170000 DTSTAMP:20260403T122801 CREATED:20240529T145957Z LAST-MODIFIED:20240627T170126Z UID:10000392-1723123800-1723136400@prosperwell.com SUMMARY:Women's Business Summit DESCRIPTION:Don’t Miss It! Join us for an afternoon of learning\, discussion\, and networking with women business owners who are growing their businesses or successfully exited.\n Reserve Your Spot \n\nPresenters\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole shares financial advice and a real-life perspective on saving\, planning\, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage\, where she has become known for her thoughtful concise quotes\, relaxed on-air presence\, and articulate delivery. \n\n\n\n\n\nSusan Markey Maslon\nPartner\, Chair of Corporate & Securities Group \nSusan represents clients in general corporate\, taxation\, and nonprofit matters. She draws from a diverse background in government\, accounting\, and law to serve as a holistic business advisor\, and strongly believes that tax and corporate advice should be both easy to understand and practical. Her goal is to move businesses forward and give owners the assurance that their investment of hard work\, time\, and financial resources is secure. In addition to her corporate work\, Susan is passionate about assisting nonprofit organizations that serve the community. Her deep experience in business and tax issues uniquely positions her to counsel nonprofits toward sustainable long-term success. \n\n\n\n\n\nKatie Monger\nPartner\, Copeland Buhl \nKatie Monger is a partner at Copeland Buhl. She is a Certified Public Accountant with a Masters in Accountancy from Missouri State University. Katie’s main focus is construction\, real estate\, and professional services and she loves working with closely-held and family-owned businesses. In addition to business tax work\, Katie has a strong aptitude for accounting advising and strategic planning. She takes a common sense\, practical approach to help businesses reach their potential and enjoys collaborating with other advisors to get the best possible outcome. \n\n\n\n\n\nDyanne Ross-Hanson\nPresident\, Exit Planning Strategies\, LLC \nDyanne is President/CEO of Exit Planning Strategies\, LLC\, a firm dedicated to offering business owners (industry generic) objective\, fee based\, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options\, map realistic exit strategies and develop an Action Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric. \n\n\n\n\n\nDeborah Gerewitz\nDirector\, Raymond James Investment Banking- Life Sciences \nDebbie advises life sciences companies regarding public and private financings\, mergers\, acquisitions and restructurings. Her clients range from early stage development companies to fully integrated commercial enterprises\, and span a variety of therapeutic areas. With expertise in capital markets and valuation\, she prioritizes candid\, thoughtful advice tailored to each company’s unique situation. During the past 14 years as an investment banker\, she has participated in more than 200 successful transactions and helped to raise more than $8 billion in capital. \n\n\nPanel\n\n\n\nDee Thibodeau\nIn 1997 Dee Thibodeau started Charter Solutions\, Inc.\, a technology consulting firm based in Plymouth Minnesota. Since that time\, the company has become an award-winning firm that is a driving force in data analytics and using data to drive Al solutions. Dee has received numerous awards throughout her career as a business owner\, an entrepreneur\, a women business owner in technology\, and in 2023 was inducted into the National Association of Women Business Owners (NAWBO) Hall of Fame. She is also a general partner of the Sofia Fund\, an early-stage venture fund focused on investments in women-led\, technology-based companies. \n\n\n\n\n\nJamie Taets\nJaime started Keystone Group International in 2013. Keystone Group International focuses on leadership development\, organizational strategy\, growth\, and change. Jaime’s belief that strong leadership and a change-resilient culture are the foundation for sustainable growth drives her work with clients. Harnessing her own leadership experiences\, she inspires real and sometimes challenging discussions about the crossroads between high-performance and healthy change. Her approach is a combination of direct and caring. Not one to step around challenges\, she helps leaders focus on their root challenges. Jaime pushes her clients to dig deep\, she calls out issues in their businesses\, and never lets them off the hook. \n\n\nModerator\n\n\n\nLeah Wong\nConsultant\, Board Member\, Public Speaker\, and past executive at the Minneapolis Downtown Council (MDC)\, Leah Wong drives business value and evolvement by leveraging her extensive 20 years of experience in Strategy\, MarCom\, Public Relations\, and Event Management. Wong currently partners with strategic clients to further their marketing and communications strategies and serves on various community advisory committees such as the Minnesota Sports and Events Champions Council and the 2024 U.S. Olympic Team Trials GyMNastics experience committee. Wong was named a 2024 Person to Know by Twin Cities Business Magazine\, is a past recipient of the Minneapolis St. Paul Business Journal’s 40 under 40 award\, and is a recognized leader in building engagement and excitement as a frequent public speaker\, expert panelist\, and emcee. \n\n\n\n\nWho should attend\n\nWomen business ownerslooking to drive the valuation oftheir company and increaseattractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nWomen business owners that want to network with other women\n\n\n\nGuests Will\n\nLearn how to prepare for a transaction to make better decisions along the way\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nUnderstand how to estimate the valuation of your business and learn how to maximize valuations\nReceive an overview of advanced estate planning and tax mitigations strategies to help maximize an owner’s net proceeds form the sale\nNetwork with Buyers and Investors\nMeet other Founders/Owners who are building investment grade businesses\nDevelop an actionable exit plan and professional M&A team to support a successful exit\nHear form a panel of owners who have successfully exited and learn mistakes to avoid\nNetwork with other women\n\n\n\nRaymond James is not affiliated with Susan Markey Maslon\, Katie Monger\, Dyanne Ross-Hanson\, Dee Thibodeau\, or Jamie Taets. Raymond James does not provide tax or legal services. URL:https://prosperwell.com/event/womens-business-summit-2024/ LOCATION:Maslon LLP\, 225 South 6th St. #2900\, Minneapolis\, MN\, 55402\, United States CATEGORIES:Prosperwell Events ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2024/05/womens-business-summit-banner-02.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240718T150000 DTEND;TZID=America/Chicago:20240718T163000 DTSTAMP:20260403T122801 CREATED:20231031T163755Z LAST-MODIFIED:20240503T160239Z UID:10000382-1721314800-1721320200@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-07-2024/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-11.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240618T150000 DTEND;TZID=America/Chicago:20240618T170000 DTSTAMP:20260403T122801 CREATED:20231031T163616Z LAST-MODIFIED:20240503T221120Z UID:10000381-1718722800-1718730000@prosperwell.com SUMMARY:Outdoor Yoga and ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. \nCome mediate with us during this special ProsperWine and Women! URL:https://prosperwell.com/event/prosperwine-and-women-26/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/10/yoga.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240613T133000 DTEND;TZID=America/Chicago:20240613T170000 DTSTAMP:20260403T122801 CREATED:20240221T152856Z LAST-MODIFIED:20240508T130256Z UID:10000391-1718285400-1718298000@prosperwell.com SUMMARY:Business Owner Success Panel DESCRIPTION:Business owners\, don’t miss your opportunity to join our esteemed panelists for a night of learning and networking. Hosted at the Butcher & Boar in Minneapolis\, this one-of-a-kind FREE event will provide you with valuable information tailored for business owners that are looking to invest-in\, raise capital\, or even sell their business.\n Reserve Your Spot \n\nMeet the Panel\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole shares financial advice and a real-life perspective on saving\, planning\, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage\, where she has become known for her thoughtful concise quotes\, relaxed on-air presence\, and articulate delivery. \n\n\n\n\n\nStuart Bear\nPresident\nChestnut Cambronne \nStuart Bear is a partner\, shareholder\, and the president of Chestnut Cambronne and holds a national reputation for providing the highest level of succession planning services for individuals and businesses; including single individuals\, married couples\, domestic partnerships\, blended families\, and seniors. His practice specializes in wills\, trusts\, disability planning\, powers of attorney\, living wills\, asset protection\, and Medical Assistance planning. A native of Superior\, Wisconsin\, Stuart received his B.A. from the University of Minnesota\, Phi Beta Kappa\, and his J.D. from William Mitchell College of Law. \n\n\n\n\n\nWade Christensen\, CPA\nFroehling Anderson \nWade began his accounting career in 2000 because of his childhood love of math. He says he is fortunate to have had “phenomenal instructors” throughout high school and college who encouraged him to pursue his passion. “Accounting is a good fit for me in that it keeps me on my toes\,” he says. “I really enjoy learning new things and finding ways to improve our clients’ tax situation.” \n\n\n\n\n\nJeff O’Brien\nAttorney\nChestnut Cambronne \nJeff O’Brien is a partner with Chestnut Cambronne and serves as outside general counsel to a wide variety of small and closely held businesses as well as real estate investors and developers. He has significant experience working with craft breweries\, distilleries\, and a variety of other liquor and hospitality focused businesses on an array of issues including entity formation\, financing\, real estate matters\, intellectual property protection\, operational issues\, securities law\, and distribution contracts. Jeff also advises clients in the industrial hemp and cannabis industries and is a member of the Minnesota Industrial Hemp Association’s Board of Directors. \n\n\n\n\n\nSean Bunner\nInvestment Banker\nRaymond James & Associates Inc. \nSean Bunner joined Raymond James in 2021 as a Director in the Professional Partners group. Prior to joining Raymond James\, Mr. Bunner served in senior executive roles across consumer and retail brands including WW Intl\, Qurate Retail Group and HSN leading business development\, M&A and innovation teams seeding businesses that led to $1B+ in new revenue. Mr. Bunner also led marketing and compliance for a high growth FinTech that powers digital DAF platforms for large banks and wealth management organizations. He began his career in corporate finance and investment banking for Honeywell as well as with a boutique\, corporate finance consulting firm serving early to mid-stage growth companies in software\, telecommunications\, energy\, healthcare and financial services. Mr. Bunner received his undergraduate degree in Accounting and MBA from the University of South Florida\, has a CPA and serves on the local board for Habitat for Humanity. \n\n\n\n\nWho should attend\n\nBusiness owners looking to drive the valuation of their company and increase attractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nOwn or lead a company with at least $1m of revenue\nBusiness owners that want to network with other business owners\n\n\n\nGuests Will\n\nLearn about the Corporate Transparency Act\nLearn how to prepare for a transaction to make better decisions along the way\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nUnderstand how to estimate the valuation of your business and learn how to maximize valuations\nReceive an overview of advanced estate planning and tax mitigations strategies to help maximize an owner’s net proceeds form the sale\nNetwork with Buyers and Investors\nMeet other Founders/Owners who are building investment grade businesses\nDevelop an actionable exit plan and professional\nM&A team to support a successful exit\nHear form a panel of owners who have successfully exited and learn mistakes to avoid\n\n\n\nRaymond James is not affiliated with Stuart Bear\, Wade Christensen\, Jeff O’Brien\, Chestnut Cambronne\, or Froehling Anderson. Raymond James does not provide tax or legal services. URL:https://prosperwell.com/event/business-owner-success-panel/ LOCATION:Butcher & The Boar\, 901 N 3rd St Suite 195\, Minneapolis\, MN\, 55401\, United States CATEGORIES:Prosperwell Events ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2024/02/pw-business-panel.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240516T150000 DTEND;TZID=America/Chicago:20240516T163000 DTSTAMP:20260403T122801 CREATED:20231031T163011Z LAST-MODIFIED:20240502T003412Z UID:10000380-1715871600-1715877000@prosperwell.com SUMMARY:Self Defense and ProsperWine and Women DESCRIPTION:Self Defense Class!\nHosted at Prosperwell Financial\nFor the first time Prosperwell is hosting a self defense class with Kelly Johnson! \nRegistration for this event is now closed. URL:https://prosperwell.com/event/prosperwine-and-women-24/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/10/not-me-2.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240418T150000 DTEND;TZID=America/Chicago:20240418T163000 DTSTAMP:20260403T122801 CREATED:20231201T160027Z LAST-MODIFIED:20240306T165705Z UID:10000388-1713452400-1713457800@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-04-18-2024/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-08.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240312T150000 DTEND;TZID=America/Chicago:20240312T163000 DTSTAMP:20260403T122801 CREATED:20230815T221547Z LAST-MODIFIED:20231201T160223Z UID:10000378-1710255600-1710261000@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-03-12-2023/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-07.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240220T150000 DTEND;TZID=America/Chicago:20240220T163000 DTSTAMP:20260403T122801 CREATED:20231207T154615Z LAST-MODIFIED:20231207T154632Z UID:10000389-1708441200-1708446600@prosperwell.com SUMMARY:Get Your Worth - FREE Workshop DESCRIPTION:

Join us for a FREE Workshop
GET YOUR WORTH

\n\n\n\n\n\n\n\n\n \n \n\n\n
Kelli Johanson
\nIdeal Properties
\n\n\n\n\n \n \n\n\n
Nicole Middendorf
\nProsperwell Financial
\n\n\n\n\n\n\n

\n #WTFF (Want The Financial Freedom) and #MILF (Make Investing Lucrative & Fun)\n

\n

\n Ask Yourself:\n

\n
    \n
  1. Do you work hard for your money?
    2. \n
  2. Do you want your money to work harder for you?
    3. \n
  3. What are you doing to ensure that's happening?
    4. \n
\n

\n We see the sacrifices you’ve made. We see how hard you’ve worked to get to this point. We see the drive within.\nWe are here to foster that and help you TRANSFORM YOUR MONEY STORY.\n

\n

\n We'll discuss the 4 key strategies to guide you as a you attain financial freedom:\n

\n
    \n
  1. Demand your worth
    2. \n
  2. Take ownership and follow through
    3. \n
  3. Make decisions with bravery and intelligence
    4. \n
  4. Interest\, engagement\, action
    5. \n
URL:https://prosperwell.com/event/get-your-worth-free-workshop/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Prosperwell Events ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/12/prosperwell-building.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240215T150000 DTEND;TZID=America/Chicago:20240215T163000 DTSTAMP:20260403T122801 CREATED:20230815T221355Z LAST-MODIFIED:20231115T212212Z UID:10000377-1708009200-1708014600@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-22/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-05.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20240118T150000 DTEND;TZID=America/Chicago:20240118T163000 DTSTAMP:20260403T122801 CREATED:20230815T221251Z LAST-MODIFIED:20231115T212208Z UID:10000376-1705590000-1705595400@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-21/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-04.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20231214T150000 DTEND;TZID=America/Chicago:20231214T163000 DTSTAMP:20260403T122801 CREATED:20230815T221150Z LAST-MODIFIED:20231115T212156Z UID:10000375-1702566000-1702571400@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-dec-14-23/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-03.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20231121T150000 DTEND;TZID=America/Chicago:20231121T163000 DTSTAMP:20260403T122801 CREATED:20221207T215525Z LAST-MODIFIED:20231115T212201Z UID:10000332-1700578800-1700584200@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-28/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/11/prosperwine-02.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20231025T150000 DTEND;TZID=America/Chicago:20231025T163000 DTSTAMP:20260403T122801 CREATED:20221207T215315Z LAST-MODIFIED:20230815T221810Z UID:10000331-1698246000-1698251400@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-27/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/PWW-group-pic.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230914 DTEND;VALUE=DATE:20230918 DTSTAMP:20260403T122801 CREATED:20220708T162616Z LAST-MODIFIED:20221205T213450Z UID:10000330-1694649600-1694995199@prosperwell.com SUMMARY:Miraval\, AZ DESCRIPTION:Miraval is one of those magical places on your Live it List. Join us as you have the most amazing and memorable retreat of your life. URL:https://prosperwell.com/event/miraval/ LOCATION:MN CATEGORIES:Live it List™ Trips ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/07/miraval.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230809T083000 DTEND;TZID=America/Chicago:20230809T093000 DTSTAMP:20260403T122801 CREATED:20230516T140603Z LAST-MODIFIED:20230531T153335Z UID:10000367-1691569800-1691573400@prosperwell.com SUMMARY:Prosperwell Roundtable DESCRIPTION:Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas. \n\n Apply to Join the Roundtable URL:https://prosperwell.com/event/prosperwell-roundtable-2023-08-09-2/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Prosperwell Roundtable ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/04/PWW-another-group-pic.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230719T150000 DTEND;TZID=America/Chicago:20230719T163000 DTSTAMP:20260403T122801 CREATED:20221207T215000Z LAST-MODIFIED:20230621T223045Z UID:10000275-1689778800-1689784200@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-july-19-2023/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/PWW-group-pic-end.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230712T083000 DTEND;TZID=America/Chicago:20230712T093000 DTSTAMP:20260403T122801 CREATED:20230208T172746Z LAST-MODIFIED:20230614T203830Z UID:10000366-1689150600-1689154200@prosperwell.com SUMMARY:Prosperwell Roundtable (In-person and Virtual) DESCRIPTION:Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas. When registering please put in comments if you will be attending the in-person or the virtual session. \n Apply to Join the Roundtable URL:https://prosperwell.com/event/prosperwell-roundtable-2023-07-12/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Prosperwell Roundtable ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/PWW-group-pic-end.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230629T150000 DTEND;TZID=America/Chicago:20230629T163000 DTSTAMP:20260403T122801 CREATED:20230208T171353Z LAST-MODIFIED:20230621T223133Z UID:10000362-1688050800-1688056200@prosperwell.com SUMMARY:Whiskey and Wealth DESCRIPTION:Come and join us to network\, meet amazing new people in our community\, grow your business and your life. We will have beverages and snacks and each month topics will range from the economy\, to protection planning\, to investment banking\, retirement and more! URL:https://prosperwell.com/event/whiskey-and-wealth-2023-06-29/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Whiskey and Wealth ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/02/whiskey1-e1676647446221.jpeg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230622T143000 DTEND;TZID=America/Chicago:20230622T180000 DTSTAMP:20260403T122801 CREATED:20221216T165552Z LAST-MODIFIED:20230405T162401Z UID:10000334-1687444200-1687456800@prosperwell.com SUMMARY:Come Celebrate With Us! - 20 Years in Business DESCRIPTION:We will have games\, networking\, and fun! Bring a friend or two to this event! \nWe also will have food and beverages provided. \nThe event is free to attend but reservations are required. URL:https://prosperwell.com/event/come-celebrate-with-us-20-years-in-business/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,Prosperwell Events ATTACH;FMTTYPE=image/png:https://prosperwell.com/wp-content/uploads/2022/12/20-yr-logo-Canva.png ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230614T083000 DTEND;TZID=America/Chicago:20230614T093000 DTSTAMP:20260403T122801 CREATED:20230208T172746Z LAST-MODIFIED:20230531T152841Z UID:10000365-1686731400-1686735000@prosperwell.com SUMMARY:Prosperwell Roundtable DESCRIPTION:Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas. \n\n Apply to Join the Roundtable URL:https://prosperwell.com/event/prosperwell-roundtable-2023-06-14/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Prosperwell Roundtable ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/interior-pww.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230510T083000 DTEND;TZID=America/Chicago:20230510T093000 DTSTAMP:20260403T122801 CREATED:20230208T172746Z LAST-MODIFIED:20230320T195542Z UID:10000364-1683707400-1683711000@prosperwell.com SUMMARY:Prosperwell Roundtable DESCRIPTION:Come join us for our Prosperwell Networking Group! Join the community to grow your business. Once a month we will gather to network and share ideas. Attendance is limited to representatives from different business areas\, please contact events@prosperwell.com for availability. URL:https://prosperwell.com/event/prosperwell-roundtable-2023-05-10/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Prosperwell Roundtable ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/PWW-nicole-higher-view-w-group.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230427T150000 DTEND;TZID=America/Chicago:20230427T163000 DTSTAMP:20260403T122801 CREATED:20230208T171353Z LAST-MODIFIED:20230421T142220Z UID:10000354-1682607600-1682613000@prosperwell.com SUMMARY:Whiskey and Wealth DESCRIPTION:Come and join us to network\, meet amazing new people in our community\, grow your business and your life. We will have beverages and snacks and each month topics will range from the economy\, to protection planning\, to investment banking\, retirement and more! URL:https://prosperwell.com/event/whiskey-and-wealth-2023-04-27/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Whiskey and Wealth ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2023/02/whiskey2.jpeg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20230418T150000 DTEND;TZID=America/Chicago:20230418T163000 DTSTAMP:20260403T122801 CREATED:20221011T194215Z LAST-MODIFIED:20230411T200317Z UID:10000266-1681830000-1681835400@prosperwell.com SUMMARY:ProsperWine and Women DESCRIPTION:Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom\, a woman in business or a women business owner\, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance\, business growth\, marketing\, finances and so much more. URL:https://prosperwell.com/event/prosperwine-and-women-april-18-2023/ LOCATION:Prosperwell Financial\, 4300 Baker Rd\, Minnetonka\, MN\, 55343\, United States CATEGORIES:Local Events,ProsperWine & Women ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2022/10/interior-pww.jpg ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com END:VEVENT END:VCALENDAR